Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Cozamanis is a financial professional with over 16 years of experience in the industry. Amy is currently registered with Lazard Freres & Co. LLC in California. Amy has previously held positions at Jefferies LLC, Morgan Keegan & Company, Inc. and Revolution Partners, LLC. Amy is a Series 7, Series 24, Series 63, Series 79 and SIE licensed professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CA
08/04/2022 - Present
Lazard Freres & Co. LLC (LOS ANGELES CA)
CA
11/08/2017 - 05/16/2022
JEFFERIES LLC (LOS ANGELES CA)
CA
12/12/2008 - 05/01/2012
MORGAN KEEGAN & COMPANY, INC. (LOS ANGELES CA)
CA
11/02/2006 - 12/31/2008
REVOLUTION PARTNERS, LLC (LOS ANGELES CA)
BC
Issued 09/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Cozamanis is the right advisor for you? Invested Better is here to help.
